Wealth Management Advisor

Summary: Tri-State Wealth Advisors of Prudential Advisors is seeking a highly motivated individual to join their team as a Wealth Management Advisor. The role involves developing relationships with clients, gathering information to build financial plans, and preparing investment portfolio recommendations, all within a supportive training environment. Responsibilities: - Developing relationships with clients (both existing and prospective) - Gathering client information and using that information to build robust financial plans - Helping clients prepare for their retirement - Preparing and reviewing investment portfolio recommendations Required Qualifications: - Highly motivated analytical individual - Self-starter - Entrepreneurial mindset - Customer service champion - Engaging and compelling communicator and negotiator - Problem solver - Life-long student seeking continued education and professional development - Critical thinker - Prior sales experience and/or enjoy networking and seeking new clients - College degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent Preferred Qualifications: - Prior exposure to the financial services industry Required Skills: Financial planning, Investment portfolio management, FINRA licenses, State resident licenses, Entrepreneurial mindset, Customer service, Networking Benefits: Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, Full medical and dental benefits, Participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, Paid leave